Upcoming Events

Financial education has always been a passion for Navigoe. In fact, Founder Scott Leonard has been an educator for several organizations, and our team has even built our own state-of-the-art classroom (the Navigoe Center for Advanced Financial Education, or “cafe”) dedicated to hosting events that help expand our community’s financial knowledge. Join us at one of our upcoming events for a dose of education and entertainment!

don’t miss our next event

Estate Planning and Wealth Transfer Issues Under the New Estate Tax Law

Late spring or early fall

A decade ago, estate planning was all about avoiding probate and finding ways to minimize estate taxes. Now, with the estate tax not starting until a married couple’s assets are over $10 million, the focus has switched to proper wealth transfer strategies. Join us to hear an estate planning attorney and Navigoe Founder Scott Leonard discuss the latest trends in wealth transfer and how adding an administrative trustee can help assist trustees in carrying out trust rules.


More Events

Haunted House – Murder Mystery

Various dates throughout October

This October, Navigoe’s historic building transforms from modern office to haunted house. But even worse, someone will be murdered, and it’s your job to determine who did it!

Understanding the New Tax Laws and What to Do Now

November - TBD

We are anticipating that Congress will introduce new tax laws in 2017. Join Navigoe and a local tax expert for an overview of the new tax code and what you need to know for tax planning in 2017.

2nd Annual Toys-for-Tots Toy Drive

December 1-16, 2017

Once again, Navigoe will be an official collection site for Toys-for-Tots. Stop by the office anytime during business hours, and drop of a new, unwrapped toy for a family in need.

Be the First to Know About New Events

Tell us what topics you’d like to learn more about, and we’ll email you when we announce new events related to your interests.

How we work

Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.

Learn about our process

Meet the team

Much like sailing, having a smooth financial voyage requires having the right crew. Each member of our team has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted.

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